Lido Advisors, LLC Incresed Positions in Q1 2025

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ARES
Ares Management Corp

Financial Services
3.36K
+ 132.13%
$140.19 - $198.28 $472K - $667K
5.91K $866K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
18K
+ 20.14%
$23.03 - $23.17 $415K - $417K
107K $2.48M
USFR
Wisdomtree Floating Rate Treas

ETFs
7.85K
+ 0.52%
$50.29 - $50.5 $395K - $397K
1.52M $76.3M
VEEV
Veeva Systems Inc

Healthcare
1.56K
+ 84.33%
$210.58 - $246.8 $329K - $385K
3.41K $790K
INTU
Intuit Inc

Technology
1.35K
+ 4.55%
$555.63 - $630.23 $750K - $850K
31K $19M
STWD
Starwood Property Trust, Inc.

Real Estate
14.5K
+ 10.6%
$18.41 - $20.53 $266K - $297K
151K $2.98M
FNDF
Schwab Fundamental Intl Large

ETFs
7.87K
+ 21.87%
$32.9 - $37.45 $259K - $295K
43.9K $1.58M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.97K
+ 112.41%
$283.06 - $421.16 $556K - $828K
3.71K $1.05M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.36K
+ 3.29%
$169.43 - $182.84 $569K - $614K
105K $18.3M
XBB
Bondbloxx ETF Tr Bb Rated Usd

ETFs
8.18K
+ 10.63%
$39.94 - $40.69 $327K - $333K
85.1K $3.44M
DVN
Devon Energy Corp

Energy
6.2K
+ 20.91%
$33.15 - $38.55 $205K - $239K
35.8K $1.34M
PHYS
Sprott Physical Gold Trust

Financial Services
11.1K
+ 43.48%
$20.25 - $24.06 $226K - $268K
36.8K $884K
HCA
Hca Healthcare, Inc.

Healthcare
142
+ 2.02%
$296.7 - $345.55 $42.1K - $49.1K
7.17K $2.48M
GTO
Invesco Actively Managed ETF T

ETFs
7.39K
+ 19.13%
$45.9 - $47.37 $339K - $350K
46K $2.16M
SPG
Simon Property Group Inc

Real Estate
2.78K
+ 17.48%
$159.48 - $187.78 $444K - $522K
18.7K $3.1M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
18K
+ 36.59%
$20.57 - $21.12 $370K - $380K
67.2K $1.39M
IWR
Ishares Russell Mid Cap ETF

ETFs
39.7K
+ 4.37%
$82.81 - $92.93 $3.28M - $3.69M
946K $80.5M
LHX
L3 Harris Technologies, Inc.

Industrials
1.69K
+ 39.57%
$194.65 - $222.86 $328K - $376K
5.95K $1.24M
CME
Cme Group Inc.

Financial Services
565
+ 9.64%
$225.82 - $266.54 $128K - $151K
6.43K $1.71M
ABR
Arbor Realty Trust Inc

Real Estate
43.3K
+ 51.05%
$11.68 - $13.98 $506K - $606K
128K $1.51M
SOXX
Ishares Semiconductor ETF

ETFs
3.78K
+ 26.92%
$188.17 - $235.81 $711K - $891K
17.8K $3.35M
APD
Air Products & Chemicals, Inc.

Basic Materials
878
+ 6.45%
$283.24 - $338.07 $249K - $297K
14.5K $4.27M
VAW
Vanguard Materials ETF

ETFs
1.49K
+ 3.42%
$185.71 - $202.46 $276K - $301K
44.9K $8.48M
ING
Ing Groep Nv

Financial Services
11.7K
+ 52.19%
$15.51 - $20.74 $182K - $244K
34.2K $670K
BRO
Brown & Brown, Inc.

Financial Services
1.71K
+ 36.4%
$100.54 - $124.4 $172K - $212K
6.4K $795K
CL
Colgate Palmolive CO

Consumer Defensive
1.85K
+ 3.69%
$85.68 - $97.5 $159K - $180K
52K $4.87M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.3K
+ 31.36%
$27.01 - $28.54 $278K - $294K
43.1K $1.21M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
4.71K
+ 34.65%
$58.32 - $65.09 $274K - $306K
18.3K $1.1M
CPRT
Copart Inc

Consumer Cyclical
5.61K
+ 32.39%
$52.3 - $59.83 $293K - $335K
22.9K $1.3M
IDV
Ishares Tr

ETFs
1.12K
+ 1.52%
$27.0 - $31.7 $30.2K - $35.5K
74.7K $2.32M
XLB
Select Sector Spdr Fd Material

ETFs
3.36K
+ 48.97%
$83.19 - $90.99 $280K - $306K
10.2K $879K
WSM
Williams Sonoma Inc

Consumer Cyclical
2.43K
+ 78.77%
$158.1 - $217.71 $384K - $528K
5.51K $870K
NEM
Newmont Corp

Basic Materials
3.86K
+ 39.25%
$37.79 - $48.39 $146K - $187K
13.7K $660K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
11.6K
+ 19.5%
$24.5 - $24.95 $284K - $289K
70.9K $1.76M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.62K
+ 114.04%
$192.82 - $222.1 $312K - $359K
3.03K $585K
SPYG
Spdr Portfolio

ETFs
8.76K
+ 15.81%
$80.05 - $92.39 $701K - $809K
64.2K $5.16M
IDXX
Idexx Laboratories Inc

Healthcare
658
+ 50.77%
$406.29 - $469.04 $267K - $309K
1.95K $820K
KR
Kroger CO

Consumer Defensive
2.47K
+ 13.72%
$58.36 - $67.72 $144K - $167K
20.5K $1.39M
XYLD
Global X Fds S&P 500 Covered C

ETFs
8.59K
+ 35.9%
$39.02 - $42.89 $335K - $369K
32.5K $1.28M
BKNG
Booking Holdings Inc.

Consumer Cyclical
235
+ 10.61%
$4295.4 - $5141.88 $1.01M - $1.21M
2.45K $11.3M
OTIS
Otis Worldwide Corp

Industrials
1.89K
+ 23.64%
$90.77 - $104.01 $171K - $196K
9.87K $1.02M
ARCC
Ares Capital Corp

Financial Services
8.28K
+ 2.34%
$21.28 - $23.81 $176K - $197K
362K $8.02M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.9K
+ 4.26%
$50.39 - $50.66 $247K - $248K
120K $6.07M
DOV
Dover Corp

Industrials
1.91K
+ 38.84%
$174.65 - $206.43 $334K - $394K
6.83K $1.2M
PSA
Public Storage

Real Estate
914
+ 21.27%
$288.99 - $313.98 $264K - $287K
5.21K $1.56M
VICI
Vici Properties Inc.

Real Estate
6.99K
+ 53.67%
$28.21 - $32.68 $197K - $228K
20K $652K
D
Dominion Energy, Inc

Utilities
3.78K
+ 14.05%
$52.85 - $57.43 $200K - $217K
30.7K $1.72M
EFV
Msci Eafe Value ETF

ETFs
3.28K
+ 28.08%
$51.88 - $60.73 $170K - $199K
15K $881K
FCOM
Fidelity Covington Tr Msci Com

ETFs
78.8K
+ 4.61%
$55.97 - $64.13 $4.41M - $5.05M
1.79M $101M
Activity Summary
Buys All Purchases 797 New Holdings 124 Increased Positions 673 Sells All Sells 469 Reductions 469 Sold out 0 Options Calls 15 Puts 46
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